Introducing Charlie!
Introducing Charlie!
Interacting with Charlie
Open the chat with Charlie and describe what you want to change
Open Charlie from the chat panel on the left side of the agent builder, then describe what you’d like to do in plain language. There are no commands or special wording to learn.
Review the proposed changes
Charlie shows you exactly what will change before anything goes live, so you stay in control.
What Charlie can help with
Charlie understands plain language. Use the table below as a starting point for the kinds of requests you can make.| Capability | What it does | Example prompt |
|---|---|---|
| Edit the prompt | Refine your agent’s wording, tone, or structure. | ”Rewrite my agent’s introduction to be more concise and friendly.” |
| Configure call control & outcomes | Update call handling rules and define what gets extracted from each call. | ”Add a call outcome that captures whether the customer scheduled a follow-up appointment.” |
| Manage tools & integrations | Add or update tools, calendars, knowledge bases, and transfers. | ”Connect my Calendly so the agent can book meetings during the call.” |
| Analyze past calls | Pull real call data into the chat to ground your changes in evidence. | ”Analyze my recent calls and find what could be improved.” |
| Fix issues from feedback | Turn negative call feedback into a concrete improvement. | ”Use the feedback I left on this call turn to update the prompt so it doesn’t happen again.” |
Try these prompts
- Create a call outcome
- Analyze recent calls
- Check prompt best practices
“Add a call outcome that analyzes the customer’s sentiment after each call. The output should be a score from 1 to 5.”
“Add a yes/no call outcome that captures whether the customer agreed to a follow-up meeting.”
“Add a call outcome that categorizes the lead as ‘interested’, ‘not interested’, or ‘needs more information’.”
Go deeper
Charlie Cookbook
Dive into advanced workflows, tips, and real-world examples for getting the most out of Charlie.
Next Steps
Working with Variables
Learn how to use variables so your agent can reference the right context and information during calls.